Filed August 28, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $184,978 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,999 | $71,957+51.5% | $67,652+61.1% | $59,188+84.2% |
| Participation rate | 94.9% | 82.7%+12.3pp | 75.7%+19.3pp | 69.4%+25.5pp |
| Annual return | 7.33% | 8.53%-1.2pp | 6625.04%-6617.7pp | 5.51%+1.8pp |
| Employer contribution / active EE | $1,685 | $2,432-30.7% | $2,266-25.6% | $2,098-19.7% |
| Participant deferral / active EE | $6,152 | $4,211+46.1% | $3,560+72.8% | $3,265+88.4% |
| Admin fee / account holder | $117 | $64+82.2% | $4,821-97.6% | $92+26.8% |